Plan Ledger DOL Form 5500 · updated monthly

H&M Trucking, Inc.401(k)

H&M TRUCKING, INC. 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

H&M Trucking, Inc. reported $7,502 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,227 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 247th-largest of 565 plans among Nebraska employers on file, and the 735th of 2,677 in transportation & warehousing. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,128,471
Participants with balances203
Active participants305
Employer contributions$374,222
Employee contributions$730,093
Employer contribution per active participant$1,227
Average account balance$99,155
Benefits paid to participants$504,330
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 203 accts · $374K emplr
2023$16.7M · 130 accts · $273K emplr
2022$13.3M · 105 accts · $276K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,252
Investment management$1,250
Total administrative$7,502
The H&M Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$1,227
Median for plans this size$2,416
2024$1,227 per active participant
2023$916 per active participant
2022$987 per active participant

H&M Trucking, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,254

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$7,502 · 0.04%
2023$4,559 · 0.03%
2022$3,920 · 0.03%
Same employer
Similar plansTransportation & Warehousing · Nebraska
Jet Linx Aviation, LLC NE$38.1M · 0.36%
Transwood, Inc. NE$35.2M · 0.42%
Tsl Company Holdings, LTD NE$23.5M · 0.54%
Grand Island Express, Inc. NE$14.7M · 0.30%
Lt Holdings, Inc. NE$9.9M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470709489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.